VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

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Stock Comparison

American Express Company vs FedEx Corporation

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

American Express Company

AXP · New York Stock Exchange

Market cap (USD)$262.1B
Gross margin (TTM)83%
Operating margin (TTM)17.1%
Net margin (TTM)13.4%
SectorFinancials
IndustryFinancial - Credit Services
CountryUS
Data as of2025-12-30
Moat score
52/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into American Express Company's moat claims, evidence, and risks.

View AXP analysis

FedEx Corporation

FDX · New York Stock Exchange

Market cap (USD)—
Gross margin (TTM)—
Operating margin (TTM)—
Net margin (TTM)—
SectorIndustrials
Industry—
CountryUS
Data as of2026-01-10
Moat score
72/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into FedEx Corporation's moat claims, evidence, and risks.

View FDX analysis

Comparison highlights

  • Moat score gap: FedEx Corporation leads (72 / 100 vs 52 / 100 for American Express Company).
  • Segment focus: American Express Company has 4 segments (47.5% in U.S. Consumer Services (USCS)); FedEx Corporation has 3 segments (85.6% in Federal Express (integrated parcel & express)).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: n/a vs Moderate.
  • Moat breadth: American Express Company has 8 moat types across 3 domains; FedEx Corporation has 6 across 4.

Primary market context

American Express Company

U.S. Consumer Services (USCS)

Market

U.S. premium consumer card issuing (charge and credit) and attached consumer banking and financing

Geography

United States

Customer

Consumers

Role

Issuer (proprietary cards) and consumer lender/services

Revenue share

47.5%

FedEx Corporation

Federal Express (integrated parcel & express)

Market

Integrated parcel and express delivery (air-ground integrator model)

Geography

Global

Customer

Business and consumer shippers

Role

Carrier / integrator

Revenue share

85.6%

Side-by-side metrics

American Express Company
FedEx Corporation
Ticker / Exchange
AXP - New York Stock Exchange
FDX - New York Stock Exchange
Market cap (USD)
$262.1B
n/a
Gross margin (TTM)
83%
n/a
Operating margin (TTM)
17.1%
n/a
Net margin (TTM)
13.4%
n/a
Sector
Financials
Industrials
Industry
Financial - Credit Services
n/a
HQ country
US
US
Primary segment
U.S. Consumer Services (USCS)
Federal Express (integrated parcel & express)
Market structure
Competitive
Oligopoly
Market share
n/a
18% (reported)
HHI estimate
n/a
2,464
Pricing power
n/a
Moderate
Moat score
52 / 100
72 / 100
Moat domains
Demand, Financial, Network
Supply, Demand, Financial, Network
Last update
2025-12-30
2026-01-10

Moat coverage

Shared moat types

Brand TrustData Network Effects

American Express Company strengths

Switching Costs GeneralLong Term ContractsCost Of Capital AdvantageTraining Org Change CostsEcosystem ComplementsTwo Sided Network

FedEx Corporation strengths

Physical Network DensityScale Economies Unit CostBenchmark Pricing PowerScope Economies

Segment mix

American Express Company segments

Full profile >

U.S. Consumer Services (USCS)

Competitive

47.5%

Commercial Services (CS)

Competitive

23.9%

International Card Services (ICS)

Competitive

17.3%

Global Merchant and Network Services (GMNS)

Oligopoly

11.3%

FedEx Corporation segments

Full profile >

Federal Express (integrated parcel & express)

Oligopoly

85.6%

FedEx Freight (LTL)

Oligopoly

10.1%

Corporate, other, and eliminations (Dataworks, Office, Logistics)

Competitive

4.2%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.